Learn to Protect, Pay off And Pass On Assets To Your Heirs
What you'll learn
- How to use life insurance to protect and pass on assets to your heirs
- How to pay off a mortgage early
- How to use life insurance as part of your financial wealth plan
Requirements
- Want to learn how to position life insurance
Description
This course will teach you basic mortgage protection, and mortgage acceleration tools to protect your valuable new asset and be sure to pass it on to the next generation. We use a fictional character derived from our daily practice and interactions with everyday people facing financial dilemmas. Tanji takes on characteristics of many of our regular cash coaching clients who are trying to learn to do personal finance a different way than they were taught growing up.
You will learn how to create a financial plan around your new or pending home purchase. We hope this helps you understand that homeownership is a stepping stone to building wealth. We show you how to protect it, pay it off and get in position to pass it on to your heirs and an asset that can help the next generation either earn or save more money.
Who this course is for:
- Home Owners
- Parents
- Insurance agents
- Young people starting out in life
Course content
- Preview01:18
Instructor
![Nicole Simpson](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.7 Instructor Rating
- 2 Reviews
- 9 Students
- 1 Course
Nicole Simpson was born and raised in Columbus Ohio. She obtained her Bachelor’s degree from Kent State University and went on to earn her Master’s in Business Administration from the University of Phoenix. After working 5 years in the mental health field, she grew weary of the revolving door effect where her patients would return shortly after being restored through therapy. She felt that her calling and purpose in life was to provide a more finite and permanent solution in the lives of others.
Over the years she has gained extensive knowledge, and training in the banking, finance, and insurance field, well as gaining a great understanding of the psychology of money and how it affects each culture differently. She has built a reputation for being in the know about finances and is often sought out by friends, family, and business associates for advice financial problems. She was awarded the Entrepreneur of the year award in 2017, as well as nominated for the Diva in business award in 2016. Also Nominated for Small Business of the Year in 2019 by the Kingdom Image Awards.
In 2017 Nicole completed coursework to become certified as a financial education instructor and launched Go Fund Your Life, a financial education and resource firm.
With the mission to become the Number one resource for financial education, and financial products for underserved communities. She understands that those who can use the most assistance with understanding money, and access to affordable financial products are those earning wages between $30,000 and $90,000 per year and their children.